1. Contact Management
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Centralized database for storing WhatsApp numbers
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Custom fields (e.g., opt-in status, last contacted date, interest whatsapp number list tags)
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Import/export contact lists in bulk
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Merging duplicate contacts
2. Segmentation & Tagging
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Group contacts subject line optimization by:
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Interest
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Region
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Stage in funnel (lead, warm, customer, phone list etc.)
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Opt-in source (web form, ad, offline, etc.)
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Create dynamic segments for campaigns
3. WhatsApp Integration
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Native or third-party integrations with:
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Twilio
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360dialog
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WATI
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Zoko
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Gupshup
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Allows:
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Sending/receiving messages
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Viewing WhatsApp chats inside CRM
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Message templates (approved by WhatsApp)
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Chat automation & chatbots
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4. Automation Workflows
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Trigger actions based on events (e.g., “when new WhatsApp opt-in is added…”)
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Automate:
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Welcome messages
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Reminders
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Lead follow-ups
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Conditional logic for smarter sequences
5. Chat History & Ticketing
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See entire conversation history linked to contact profile
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Assign chats to team members (for support/sales)
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Create tickets for issues raised on WhatsApp
6. Campaign Management
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Broadcast messages to opted-in users
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A/B testing of templates
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Click-through and response tracking
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Manage opt-outs and preferences
7. Reporting & Analytics
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Delivery/read metrics
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Engagement rates (replies, clicks, etc.)
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Funnel conversion tracking via WhatsApp
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Campaign performance comparison
8. Compliance & Consent Management
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Store timestamped opt-ins (required by WhatsApp)
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Double opt-in workflows
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Unsubscribe links or messages
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GDPR/CCPA tagging and logs
